Atria Wealth Solutions, Inc. Sells in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-467
- 1.61%
$523.84 - $572.02 $245K - $267K
28.5K $16.2M
MO
Altria Group, Inc.

Consumer Defensive
-4.95K
- 2.73%
$45.95 - $54.71 $227K - $271K
176K $8.99M
AXP
American Express CO

Financial Services
-3.5K
- 7.99%
$225.92 - $271.17 $791K - $949K
40.3K $10.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-11.7K
- 5.2%
$33.89 - $41.64 $397K - $487K
213K $8.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-121
- 0.84%
$531.86 - $624.21 $64.4K - $75.5K
14.4K $8.89M
GE
General Electric CO

Industrials
-2.49K
- 5.37%
$156.66 - $189.66 $391K - $473K
43.9K $8.28M
PM
Philip Morris International Inc.

Consumer Defensive
-6.87K
- 7.92%
$101.25 - $127.45 $695K - $875K
79.8K $9.69M
MDT
Medtronic PLC

Healthcare
-1.94K
- 2.02%
$76.84 - $91.03 $149K - $177K
94.3K $8.49M
UNH
Unitedhealth Group Inc

Healthcare
-3.77K
- 9.12%
$488.01 - $604.18 $1.84M - $2.28M
37.6K $22M
PG
Procter & Gamble CO

Consumer Defensive
-1.98K
- 1.29%
$160.76 - $177.82 $318K - $352K
152K $26.2M
ACN
Accenture PLC

Technology
-418
- 1.9%
$295.44 - $355.81 $123K - $149K
21.6K $7.65M
IRM
Iron Mountain Inc

Real Estate
-4.85K
- 9.05%
$89.69 - $119.32 $435K - $579K
48.8K $5.8M
EFG
Msci Eafe Growth ETF

ETFs
-9.61K
- 2.54%
$96.84 - $108.77 $931K - $1.05M
369K $39.8M
HD
Home Depot, Inc.

Consumer Cyclical
-8.54K
- 11.67%
$333.64 - $405.2 $2.85M - $3.46M
64.6K $26.2M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.22K
- 1.49%
$201.77 - $221.32 $247K - $271K
81.1K $17.7M
PH
Parker Hannifin Corp

Industrials
-600
- 5.37%
$501.01 - $635.92 $301K - $382K
10.6K $6.68M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.52K
- 2.56%
$173.36 - $189.8 $437K - $478K
95.9K $18.2M
CAT
Caterpillar Inc

Industrials
-2.92K
- 7.68%
$316.8 - $391.12 $925K - $1.14M
35.1K $13.7M
DUK
Duke Energy Corp

Utilities
-2K
- 2.16%
$99.35 - $117.71 $198K - $235K
90.4K $10.4M
NOC
Northrop Grumman Corp

Industrials
-216
- 1.38%
$423.73 - $533.14 $91.5K - $115K
15.5K $8.18M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.18K
- 3.47%
$213.3 - $270.78 $252K - $320K
32.8K $8.88M
RTX
Raytheon Technologies Corp

Industrials
-5.43K
- 5.14%
$99.55 - $123.34 $541K - $670K
100K $12.2M
NEE
Nextera Energy Inc

Utilities
-2.43K
- 1.86%
$69.9 - $84.97 $170K - $206K
128K $10.8M
VO
Vanguard Mid Cap ETF

ETFs
-1.54K
- 1.66%
$237.84 - $263.83 $367K - $407K
91.6K $24.2M
IWM
Ishares Russell 2000 ETF

ETFs
-946
- 0.92%
$200.87 - $224.6 $190K - $212K
102K $22.6M
FTCS
First Trust Capital Strength E

ETFs
-3.29K
- 1.09%
$83.58 - $90.94 $275K - $299K
298K $27.1M
ORCL
Oracle Corp

Technology
-2.37K
- 3.02%
$125.9 - $170.35 $298K - $403K
76.1K $13M
MA
Mastercard Inc

Financial Services
-2.26K
- 3.91%
$429.6 - $500.99 $970K - $1.13M
55.6K $27.4M
FVD
First Tr Value Line Divid Inde

ETFs
-11K
- 2.09%
$40.45 - $45.49 $446K - $502K
517K $23.5M
IAU
Ishares Gold Trust

ETFs
-3K
- 0.8%
$44.06 - $50.5 $132K - $152K
372K $18.5M
PDI
Pimco Dynamic Income Fund

Financial Services
-4.12K
- 0.28%
$18.7 - $20.25 $77K - $83.4K
1.46M $29.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.45K
- 0.77%
$83.76 - $91.82 $205K - $225K
315K $28.7M
VTI
Vanguard Total Stock Market Et

ETFs
-3.32K
- 1.7%
$255.18 - $283.2 $847K - $941K
192K $54.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.47K
- 0.46%
$87.56 - $95.49 $128K - $140K
314K $30M
IBM
International Business Machines Corp

Technology
-8.08K
- 9.74%
$175.1 - $223.38 $1.42M - $1.81M
74.9K $16.6M
PLTR
Palantir Technologies Inc.

Technology
-20.1K
- 7.84%
$24.09 - $37.95 $484K - $763K
236K $8.79M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.68K
- 0.27%
$53.68 - $59.24 $90K - $99.3K
617K $36.5M
LMT
Lockheed Martin Corp

Industrials
-2.3K
- 5.76%
$460.3 - $584.56 $1.06M - $1.34M
37.6K $22M
WMT
Walmart Inc.

Consumer Defensive
-3.68K
- 1.29%
$66.91 - $81.4 $246K - $300K
281K $22.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.58K
- 1.3%
$82.97 - $98.97 $297K - $355K
272K $26.5M
ABBV
Abb Vie Inc.

Healthcare
-1.59K
- 1.01%
$163.84 - $199.33 $261K - $317K
156K $30.9M
META
Meta Platforms, Inc.

Communication Services
-5.27K
- 4.22%
$453.41 - $572.44 $2.39M - $3.02M
120K $68.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-15.8K
- 8.38%
$191.76 - $263.26 $3.04M - $4.17M
173K $45.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-10.5K
- 2.18%
$520.18 - $576.82 $5.44M - $6.04M
470K $271M
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email